Filed June 11, 2015 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $63,006 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENT Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $230 |
MUTUAL OF AMERICA INVESTMENT CORP10+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 64 · EIN 13-1614399 | Recordkeeping Fees | $44 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,241 | $67,984+148.9% | $65,493+158.4% | $74,304+127.8% |
| Participation rate | 93.0% | 66.3%+26.7pp | 73.1%+19.9pp | 60.3%+32.7pp |
| Annual return | 12.01% | 19.87%-7.9pp | 982.45%-970.4pp | 29.43%-17.4pp |
| Employer contribution / active EE | $6,365 | $2,491+155.5% | $2,574+147.3% | $2,241+184.0% |
| Participant deferral / active EE | $6,849 | $3,346+104.7% | $3,961+72.9% | $3,767+81.8% |
| Admin fee / account holder | $137 | $1,373-90.0% | $5,028-97.3% | $2,969-95.4% |